See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,947 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $54,077 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,981 | $72,254-41.9% | $86,677-51.6% | $64,808-35.2% |
| Participation rate | 87.7% | 80.4%+7.3pp | 76.6%+11.2pp | 71.5%+16.3pp |
| Annual return | -17.66% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,830 | $2,393+18.3% | $2,836-0.2% | $2,506+12.9% |
| Participant deferral / active EE | $5,543 | $4,658+19.0% | $4,656+19.1% | $4,310+28.6% |
| Admin fee / account holder | $143 | $174-17.7% | $7,493-98.1% | $188-23.8% |